Stratos Wealth Partners’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $294K | Sell |
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|
2025
Q2 | $404K | Sell |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $735K | Sell |
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|
2024
Q3 | $758K | Buy |
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|
2024
Q2 | $625K | Sell |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $2.11M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $907K | Buy |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $310K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $243K | Buy |
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